AAB Client Onboarding Manager

United States·Chandlermid

Customer SuccessOnboarding Manager

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Quick Summary

Key Responsibilities

As an Operations Manager III you'll be responsible for overseeing a regional banking operations team, ensuring smooth workflow, efficiency, and adherence to applicable policies and procedures.

Technical Tools

Customer SuccessOnboarding Manager

AAB Client Onboarding Manager

AZ - Chandler 3075

Responsibilities

~2 min read

As an Operations Manager III you'll be responsible for overseeing a regional banking operations team, ensuring smooth workflow, efficiency, and adherence to applicable policies and procedures. A regional banking operations team consists of Relationship Bankers and Managers who are the main points of contact in a designated region for homeowner associations and community management business customers. You'll handle tasks like setting goals and objectives, liaising with clients, ensuring transactions are done timely, correctly, and resolving issues. You'll oversee the recruitment, onboarding, and development of regional staff, prepare status reports, handle escalated calls and correspondence, plan, direct, or coordinate the delivery HOA products and services. One key responsibilities is to support Operations and Sales to build and maintain strong relationships with all key stakeholders and grow relationships by providing excellent customer service in support of business profitability and deposit goals.

→Responsible for supporting the Director in overseeing regional banking teams to ensure proper support of daily banking operations. Oversee and support, as needed, the team in completing research and resolving adjustment items created by missing transactions, encoding errors, listing errors, misreads, etc.
→Maintain strong understanding of all bank products and services provided to clients and integrations to client external accounting software. Collaborates with customers to manage difficult situations that may have a negative impact on their business.
→Collaborate with senior leadership to identify, document, implement and monitor KRIs and controls. Ensure bankers follow and support fraud control procedures, and support customers and Fraud Control team to actively mitigate bank and customer risk of monetary loss.
→Identify and lead adoption, usage, and reinforcement of change as change agent. Provide strong leadership and direction to enhance effectiveness of change. Ensure customers are provided with post-implementation and training support once on-boarding and software transitions are completed.
→Lead and develop a team; responsible for hiring, coaching, performance management, training and development.

7+ years of related experience in Treasury Management Services, Branch Banking Operations or similar field.
High school diploma required; Bachelor's degree in related field preferred.
Previous leadership experience required.
Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
Expert speaking and writing communication skills.
Occasional travel required.

What We Offer

~1 min read

Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.